How to Set Permissions by Team

📝 Prep

• 🔑 Ensure you have admin privileges.

• 🗂️ Decide how to group users (office, division, role).

• 👀 Identify which fields will act as owner fields for Projects, Companies, and Contacts.

👥 Create a Team

• ➡️ Go to People > Teams tab.

• ➕ Click Create team.

  

• ✏️ Enter a team name.

• 👤 Select users from the dropdown.

• 💾 Click Create to save.

• 📊 Check member count next to each team.

  

🔒 Apply Team-Based Permissions

• 🔍 In Users list, find the user (e.g., Christian).

• ⚙️ Open Permissions.

• 👁️‍🗨️ For each object type, choose access: e.g., View/Edit/Delete – Team-owned.

• 💾 Save changes.

  

🏷 Ownership & Visibility

• 📁 Projects: Any user field (Sales Rep, Account Manager, Owner) makes that user an owner. Multiple user fields = multiple teams can see.

• 🏢 Companies & Contacts: Single owner field (Company owner, Contact owner) controls visibility.

  
  
  
  

💡 Use Cases

• 🏬 Limit visibility to office/division.

• 🔐 Protect sensitive accounts.

• 🤝 Cross-team collaboration by adding multiple team members to user fields.